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0 pointslambdaone3mo ago0 comments

If the humanoid robots are no better than the cars, it's unlikely. Unitree and Boston Dynamics are pretty much there in terms of solving the hardware problem, and the rest is software and the hardware manufacturing learning curve.

The Chinese are massively out-manufacturing Tesla in the electric car market - would you bet on Tesla somehow being better than the Chinese at manufacturing?

The rest as I said is software; given Tesla's consistent lack of success in "Full Self-Driving", would you bet on them outengineering the rest of the world in the software aspect of robotics?

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njarboe3mo ago

Tesla's biggest factory is in China.

herbturbo3mo ago

Tesla is good at building big factories. The Cybertruck (total sales ~46k) factory was designed to build 250k units a year and later 125k. Meanwhile BYD outsells Tesla in China and globally.

njarboe3mo ago

Over the last five years Tesla has made a profit of about $41 billion while BYD has had a loss of about $13 Billion. Would rather be the Apple of electric cars than always selling them at a loss.

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njarboe3mo ago

Tesla's biggest factory is in China.

herbturbo3mo ago

Tesla is good at building big factories. The Cybertruck (total sales ~46k) factory was designed to build 250k units a year and later 125k. Meanwhile BYD outsells Tesla in China and globally.

njarboe3mo ago

Over the last five years Tesla has made a profit of about $41 billion while BYD has had a loss of about $13 Billion. Would rather be the Apple of electric cars than always selling them at a loss.

j / k navigate · click thread line to collapse